RS ADVISORY GROUP, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
319533
Registered since
March 28, 2022

Firm profile

FINTRX

Overview

RS Advisory Group, LLC is an owner-operated limited liability company that functions primarily as a sponsor and general partner of pooled investment vehicles rather than as a traditional advisor to retail clients. The firm is SEC-registered (2022) and classifies itself as an unclassified private adviser with an individual owner type. Its registered activities emphasize acting as sponsor, general partner and managing member of pooled funds — the firm's public filings center on fund management rather than direct wealth-management relationships. The firm does not identify as an active ESG investor and is not recorded as a multi-state adviser or pension consultant. From the available detail, RS Advisory Group positions itself as a boutique fund manager targeting a small, concentrated investor base inside pooled structures rather than running a broad advisory practice of retail or institutional advisory accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • BRIAN SHAPIRO

    Managing PartnerCRD 1889413

  • DAVID ROSENBLUM

    Managing MemberCRD 4708141

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
230 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth